Privacy Policy

Last updated: 9 July 2026

Draft placeholder. This page describes SoloSuite's actual data-handling practices at a high level but has not been reviewed by a lawyer. Have this reviewed for your jurisdiction before relying on it publicly.

1. Who we are

SoloSuite ("SoloSuite", "we", "us") provides quoting, invoicing, CRM, project, scheduling, and document tools for sole traders, consultants, and small teams ("Account owners") at solosuiteapp.com. This policy covers data we collect from Account owners and their team members. Account owners are separately responsible for their own privacy obligations to their clients (the people they quote, invoice, and book meetings with).

2. Data we collect

  • Account and profile data: name, email, business details, logo, and branding you provide.
  • Content you create: quotes, invoices, clients, projects, notes, documents, and planning boards.
  • Payment and billing data: Stripe account identifiers and subscription status. We never see or store full card numbers — Stripe handles that directly.
  • Calendar data: if you connect Google Calendar, we access your calendar list, event details, and free/busy information to power scheduling features.
  • Audio and transcripts, if you use voice notes (processed via AssemblyAI).
  • Usage data: device, browser, and log data collected automatically for security and reliability.

3. How we use your data

  • To provide and operate the product (rendering quotes/invoices, sending emails, scheduling).
  • To process payments and manage subscriptions.
  • To send transactional emails (invites, receipts, booking confirmations).
  • To power optional AI features (document drafting, board generation, inline editing).
  • To maintain security, prevent abuse, and debug issues.

4. Sub-processors and third parties

We rely on the following third parties to operate SoloSuite. Each processes data under its own terms:

  • Supabase — authentication and database hosting.
  • Vercel — application hosting and infrastructure.
  • Stripe — payment processing (for your clients' payments to you) and SoloSuite subscription billing.
  • Google — Calendar integration, only if you choose to connect it.
  • Resend — transactional email delivery.
  • Anvil — e-signature collection, if used.
  • AssemblyAI — audio transcription, if used.
  • Anthropic — AI assistant features, if used.

5. Data retention

We retain your account data for as long as your account is active. If you delete your account, we delete or anonymise your data within a reasonable period, except where we're required to retain records (e.g. financial records) by law.

6. Your rights

You can access, correct, export, or request deletion of your data by contacting us. Depending on your location, you may have additional rights under applicable privacy law (e.g. the Australian Privacy Act, GDPR, or CCPA).

7. Security

We use industry-standard measures to protect your data, including encryption of sensitive data at rest (such as calendar and payment credentials) and in transit (TLS).

8. Contact

Questions about this policy? Contact us at support@solosuiteapp.com.